Dan Brady is the Director of Financial Planning and incoming successor-owner at Planning Capital Management. Dan joined the PCM team in August 2013 and he wears many hats—from client relationship manager to IT professional to marketing consultant.
Dan holds a Registered Investment Adviser license (Series 65) and is a CERTIFIED FINANCIAL PLANNER™ certificant (CFP®). He serves as a board member on the Financial Planning Association of the Philadelphia Tri-State area. Dan is also currently pursuing an MBA degree.
Prior to joining Planning Capital Management, Dan was a financial planning consultant and manager at eMoney Advisor for 4 years. He graduated from Saint Joseph’s University in Philadelphia, PA in 2009, where he earned a bachelor’s degree in both Finance and Economics.
Dan has been a panelist, speaker, and presenter at both national conferences and regional/local events. The topics have ranged from technology and the younger generation to common mishaps in financial planning. He continues these efforts on an ongoing basis by writing quarterly market commentary for the clients of Planning Capital Management.
Dan lives in Media, Pennsylvania with his wife, Chelsea. He serves as the President on the executive committee of his neighborhood community association and is a member of the Delaware County Field and Stream Association. When he is not meeting with clients, Dan enjoys spending time with friends and family, golfing, playing sports, and traveling